To The Moon

The unwinding of what's been the most crowded speculative sector trade in decades appears to be starting, which aligns with earlier expectations. Capital has been shifting into biotech and cyclical assets, areas that have seen positioning activity for the past few weeks. Now the focus is on the potential outcome. $Spdr S&P Biotech Etf(XBI)$  $Amgen(AMGN)$  $Apple(AAPL)$  $Altria(MO)$ 

$Apple(AAPL)$  Apple has reportedly raised its orders for the foldable iPhone from 7.5 million units to 10 million, a significant increase from the figure cited just a few months ago.

$Intel(INTC)$ squeeze the shorts

$Intel(INTC)$ The shorts seem to get pretty worked up every time this moves up, while the long-term holders are just sitting there, not too concerned. My entry was at $23.

I took some time to look through the advisor bios for NRED. The collective experience there is pretty significant for a junior exploration company. You've got over 36 years in military, intelligence, and defense contracting, including 26 years specifically in U.S. Army Military Intelligence. Then there's over 40 years in mining equipment, infrastructure, and global project finance, plus another 30+ years in natural resources, capital markets, and international development. On top of that, they have a Stanford AI PhD who also holds two master's degrees from MIT. It's more than just a list of prestigious schools; it's a combination of deep expertise in technology, security, finance, government relations, and operational execution, all focused on one small company.

$Intel(INTC)$ A lot of major players are partnering with Intel. Why do you think that is? I believe huge success is on the horizon. I'm a long-term holder and think it could be a $2T company within a year. Day-to-day moves don't really matter.

$Apple(AAPL)$  The stock is currently consolidating near 281.54. After hitting an all-time high earlier this month, it has pulled back significantly. Wall Street remains largely bullish, with price targets still well above 350.

$Carnegie Clean Energy Ltd.(CWGYF)$ This underwater AI-driven CETO technology could change how we look at clean renewable energy. It basically runs 24/7, rain or shine, with or without wind. Having $Hewlett Packard Enterprise(HPE)$  as a main partner definitely helps. With the first stage of CETO deployment at the Biscay Marine Energy Platform (BiMEP) scheduled to start in October, the countdown is on. ✅ Electrical Module fabricated ⚙️ PTO Assembly underway 🖥️ Control systems tested 🛠️ Quick connector built

$Tesla Motors(TSLA)$ AI5 chip timelines are starting to line up, and the market is slowly re-rating it as more than just an auto OEM. It's still early though, and execution will matter more than narrative. If it holds, this could just be the start of the repricing.

$Intel(INTC)$ On one hand, Intel chips go into the consumer market. Like Apple, which had to raise prices for iPads and Macs today due to memory costs, Intel's customers might need to increase their prices, which could dampen demand for Intel CPUs. That's really what drove Intel's surprising sell-off today after Apple's price hike announcement. However, I believe the more important factor is the insatiable data center demand for chips. This is what drove Micron's beat on revenue, earnings, and guidance. Micron also sells into the consumer market. Notice how they can essentially ignore any downturn in end sales of consumer devices. Intel, like Micron, has already been shifting manufacturing towards the higher-priced, higher-margin data center